TA
DM

Tiedemann Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Tiedemann Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,129
Closed -$219K – 462
2018
Q4 		$219K Sell
12,129
-57,621
-83% -$1.06M 0.01% 388
2018
Q3 		$1.25M Sell
69,750
-11,100
-14% -$178K 0.07% 151
2018
Q2 		$1.1M Buy
80,850
+4,840
+6% +$69.2K 0.07% 153
2018
Q1 		$1.17M Buy
76,010
+7,940
+12% +$211K 0.08% 134
2017
Q4 		$2.07M Buy
68,070
+14,850
+28% +$467K 0.16% 79
2017
Q3 		$1.7M Buy
53,220
+1,090
+2% +$31K 0.15% 109
2017
Q2 		$1.5M Sell
52,130
-50,010
-49% -$1.49M 0.11% 151
2017
Q1 		$3.26M Buy
+102,140
New +$3.2M 0.27% 74

Other funds holding DM

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Tiedemann Advisors's DM Position: Q1 2019 in Review

Tiedemann Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 12,129 shares — an estimated $219K sold.

Tiedemann Advisors first reported a position in DM in Q1 2017 and held it in 8 quarters. The position peaked at $3.26M in Q1 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Tiedemann Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 12,129 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $219K.
  • Tiedemann Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q1 2017 and held it in 8 quarters.
  • Tiedemann Advisors's Dominion Energy Midstream Ptr LP position peaked at $3.26M in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Tiedemann Advisors's 13F filing for Q1 2019, filed 13 May 2019.